Weekday news and analysis for retirement plan advisers

Wednesday, April 09, 2025 Exclusives | Awards | Research | Events

Deals & People John Hancock Adds Manulife Name to Investment and Retirement Brands The U.S. insurance business brand will continue to operate as John Hancock. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Janus Henderson and Guardian Life Announce Strategic Partnership Guardian Life’s internal fixed-income investment staff will join Janus Henderson, which will now manage the insurer’s $45 billion investment-grade fixed-income portfolio.

Today’s Most Read 1. Trump Issues Executive Order About PBM Compensation 2. MEP Plan Participants Win in Jury Trial Against Pentegra 3. Concern About More Litigation Follows Supreme Court’s Cornell Decision

Envestnet Announces Model Portfolios, Direct Indexing Offerings The company intends both offerings, in partnerships with BlackRock and State Street Global Advisors, to help advisers expand offerings.

DOL Provides Guidance About DB Funding Notice Requirements In Field Assistance Bulletin 2025-02, the regulator addressed confusion resulting from ERISA-related questions that arose after passage of the SECURE 2.0 Act of 2022.

Industry Intel Roundup Featured White Paper PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management. 2025 DC Retirement at a Glance Stay up to date on capital markets and the retirement industry with quick insights and information from MFS®. U.S. Rep Movement Report Rep Movement remained steady in 2024. Understand the key industry trends and how to reach advisers.

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